See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,661 | $30,400-94.5% | $53,898-96.9% | $84,808-98.0% |
| Participation rate | 82.5% | 46.4%+36.1pp | 55.0%+27.5pp | 68.3%+14.2pp |
| Annual return | 25.67% | 500.19%-474.5pp | 528.60%-502.9pp | 40.90%-15.2pp |
| Employer contribution / active EE | $252 | $603-58.1% | $932-72.9% | $2,631-90.4% |
| Participant deferral / active EE | $1,087 | $1,199-9.3% | $1,826-40.5% | $4,212-74.2% |
| Admin fee / account holder | $60 | $1,993-97.0% | $2,491-97.6% | $7,344-99.2% |